Service Plans
Service Plan 1 is ideal for small businesses with less than 50 transactions per month, who are just wanting the basics and do not require invoicing.
Service Plan 1 Includes:
- Accounting software subscription and support (Xero, BankLink or MYOB)
- Annual meeting to review business performance
- Bank Reconciliation
- Email and phone support
- Income tax reminders
- Income Tax returns prepared and filed
- Preparation of an annual budget
- Regular newsletters
- Tax payment reminder service
- Year-end business, tax and budgeting advice
Service Plan 2 is great for small to medium sized businesses with less than 200 transactions per month. we can help you improve performance and develop your business so you can focus on what you do best.
Includes everything from Service Plan 1 plus:
- Regular review of your online transactions and performance feedback
- Regular updates & advice on tax and business issues
- Reporting on Accounts Payable & Accounts Receivable
- Six monthly Business performance reviews and KPI meetings with a partner
- Six monthly meeting with your accountant to review business
- Statutory company and trust administration
If you're serious about growing your business then [Service Plan 3] is for you! We will provide you with regular advice and guidance to enable your business to grow.
Includes everything from Service Plan 1 and Service Plan 2 plus:
- Monitoring of cash flows and budgets
- Monthly business review
- Monthly financial reports
- Monthly performance dashboard
- Monthly profit reports
- Monthly tax budgeting advice
- Monthly business advisory / KPI meeting
Rental Service Plan is perfect for property investors. Let use up your time by taking care of the essentials to ensure your investment is tax effective and compliant with property tax laws.
Rental Service Plan includes:
- Full set of year-end financial statements
- Preparation and filing of annual tax return
- Year-end business, tax and budgeting advice
- ATO management
- Tax payment reminder service
- Software subscription
- Regular Business Newsletters
- End of year Income Statement
- End of year financials and documentation prepared
- Income tax returns prepared and filed
- Accounting software
- Email and phone support
- Regular tax and business alerts
...or make an appointment
If you would like to meet with one of our team to discuss your financial needs, please feel free to book an appointment with us.